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JPMorgan Equity Premium Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WHG
151
Westwood Holdings Group
Texas
$13.7M -$75.2K -1,317 -0.5%
ACG
152
Allen Capital Group
Nebraska
$13.6M -$177K -3,094 -1%
William Blair & Company
153
William Blair & Company
Illinois
$13.6M +$412K +7,220 +3%
WIA
154
World Investment Advisors
California
$13.5M +$1.51M +26,359 +13%
TLP
155
Trinity Legacy Partners
Texas
$13.5M -$1.48M -25,865 -10%
MWM
156
Mosley Wealth Management
California
$13.4M +$13.5M +235,850 New
KWM
157
Kingsview Wealth Management
Oregon
$13.4M -$7.03M -123,104 -34%
Creative Planning
158
Creative Planning
Kansas
$13.3M -$2.14M -37,412 -14%
KWA
159
Kingswood Wealth Advisors
California
$13.3M +$4.3M +75,224 +48%
RPGNY
160
Retirement Planning Group (New York)
New York
$13.3M +$1.89M +33,160 +17%
RWA
161
Rooted Wealth Advisors
Illinois
$13.3M -$3.08M -53,884 -19%
FA
162
Fermata Advisors
California
$13.2M +$59K +1,034 +0.5%
UB
163
UMB Bank
Missouri
$13M +$13M +226,867 +28,358%
CIAS
164
Capital Investment Advisory Services
North Carolina
$12.9M +$3.18M +55,610 +33%
EFG
165
Everest Financial Group
Minnesota
$12.9M +$12.8M +224,772 New
LFG
166
Larson Financial Group
Missouri
$12.8M +$863K +15,110 +7%
FGG
167
Financial Guidance Group
Florida
$12.7M +$1.7M +29,743 +16%
CC
168
Courier Capital
New York
$12.5M +$356K +6,235 +3%
GWM
169
Geneos Wealth Management
Colorado
$12.5M +$1.75M +30,567 +16%
CW
170
CreativeOne Wealth
Kansas
$12.3M -$619K -10,834 -5%
FNA
171
First National Advisers
Nebraska
$12.3M -$481K -8,419 -4%
FF
172
Financial Futures
New Jersey
$12.3M +$336K +5,878 +3%
BCA
173
Bay Colony Advisors
Massachusetts
$12.3M +$3.54K +62 +0%
PF
174
Prota Financial
Texas
$12M +$12M +210,254 New
CCP
175
Cassia Capital Partners
North Carolina
$11.8M +$375K +6,563 +3%